Once a client's account is completed on the Zoe Wealth Platform, they will be able to log into their account and manage their own experience. From their account, they are able to open drafted accounts, check their balances, update contact information, and initiate money movements.
Please check out this Client Experience Guided Demo to get a better understanding of what they see.
If you have any questions about the client experience, please contact our designated client success team at clientsupport@zoefin.com or 646-264-4449.